AMFG WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- WESTLAKE, Ohio
- CRD number
- 292160
- Website
- www.amfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASPIRE FINANCIAL SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals69.34%
- HNWI21.8%
- Pension & Profit Sharing Plans6.45%
- Corporations / Businesses2.4%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Amfg Wealth Management LLC is an independent, individually owned registered investment adviser organized as an LLC that serves both high-net-worth individuals and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects third-party managers on behalf of clients. It operates as a capital allocator, charging fees based on a percentage of assets under management and, in some cases, hourly fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities42%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
Contacts
3 of 4James Eastwood
Investment Advisor RepresentativeCRD 1612436
ALFRED FERONTI
President, CCOCRD 1013847
WILLIAM DEMARCO
Investment Advisor RepresentativeCRD 6232527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTLAKE, OH
CUYAHOGA
Location
WESTLAKE, OH
Headquartered in WESTLAKE, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 924 Westpoint Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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